Etrade how to download tax in csv file

Note : You should compare the CSV or Excel file you obtain from your broker with the information that was reported to you on Form B.

Business Taxes Professional Taxes. Sign In. Prepare and File Taxes. Return Status. Tax Tools. We're ready to help. Have a question? Ask, or enter a search term below. Search Help Topics: CSV: To import a. On smaller devices, click in the upper left-hand corner, then select Federal. CSV file. Use the drop down menus to match the column headings from your file to the appropriate column headings allowed in the program, then click Next Select any entries you want imported into your tax file.

Note : To select all of the transactions, use the checkbox next to the Import column heading. Click Next to continue. Review the transaction information on the screen. If everything is correct, click Import. If you need to make changes, click Previous to repeat prior CSV import steps. Of the column headers you are prompted to match when importing a CSV file, the following are REQUIRED in order to complete each Form B: Description Date Acquired Date Sold Sales Proceeds Cost or other basis The following fields may be required depending on the specific circumstances: Additional Description - You may have a column in your file reflecting information such as the quantity or stock name, and if populated this becomes a part of the description field.

Transaction Type - Only used to prompt the taxpayer to review possible entries not wanted in the file. For example, if the text " Bought " is listed as the Transaction Type, then the program will prompt the taxpayer to review whether that transaction should be a part of the import as the import is only for sale transactions.

Withholding - Only required if there is tax withholding for any of the transactions. How do I fix my B negative values? If you are using secondary verification login process for Etrade such as a VIP Symantec which Etrade supports it probably will not work as mine does not either. I guess you could remove secondarily verification for doing the import, but I only had a several transactions so I just entered myself.

Are you certain you are using the correct username and password for your Etrade account? Why sign in to the Community? Submit a question Check your notifications Sign in to the Community or Sign in to TurboTax and start working on your taxes. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Returning Member. Accepted Solutions. Level At tax time, you have the option to summarize your transactions by Sales Category.

Intuit Alumni. Type import in the search bar and click search. Click on Jump to import. Continue with the onscreen interview and identify your financial institution. Type in the Online ID and Passcode.

Related information: How do I import my ? Which forms can be imported? Thanks for trying, but that answer doesn't help. I've posted this scores of times. You're now the second person only to reply back favorably. Level 2. I gave up on the import and typed it in by hand. Are you having trouble with the negative values of your B? New Member.